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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,931 | $185,225-80.1% | $142,898-74.2% | $167,536-78.0% |
| Participation rate | 33.3% | 78.5%-45.1pp | 72.0%-38.6pp | 82.1%-48.8pp |
| Annual return | 10.45% | 8558.12%-8547.7pp | 5639.64%-5629.2pp | 478.82%-468.4pp |
| Employer contribution / active EE | $1,633 | $5,607-70.9% | $4,146-60.6% | $4,839-66.2% |
| Participant deferral / active EE | $0 | $4,496-100.0% | $3,838-100.0% | $6,342-100.0% |
| Admin fee / account holder | $340 | $8,032-95.8% | $6,560-94.8% | $12,315-97.2% |